Zach is a Senior Advisory Associate at HB Wealth, where he works closely with clients to build long-term relationships and deliver thoughtful, comprehensive financial strategies. As a client-facing advisor, Zach takes the lead in translating complex planning concepts into clear, actionable guidance to help clients make confident financial decisions.
Zach joined HB Wealth in January 2024 and brings a strong background in communication, strategy, and relationship management to his role. Prior to joining the firm, he spent a decade with Best Lawyers, a global legal rankings organization, where he held a variety of roles spanning finance, business development, and international strategic partnerships. That experience sharpened his ability to simplify complex details and tailor services to the needs of high-performing professionals – skills that now serve his advisory work well.
Zach earned his Bachelor of Science in Business Economics from the University of South Florida and became a CERTIFIED FINANCIAL PLANNER® professional in 2025. He works with business owners, individuals, and their families to integrate long-term planning to achieve their unique goals for legacy, charity, retirement, and risk management to promote financial confidence through every stage of life.
Outside the office, Zach is an active participant of the worship team at True North Church, where he plays drums and piano. Originally from Tampa, he now lives in North Augusta, South Carolina with his wife and two young daughters. When he is not collaborating with clients, Zach invests heavily in family time – currently teaching his daughters (and his wife) to play golf, all part of a low-risk, long-term strategy to spend more time together on the course. He is a lifelong learner who enjoys exploring new interests and skills, bringing the same curiosity and long-term perspective to life outside the office while investing his time where it matters most – at home, in his community, and with the people closest to him.